Step 1. Get to know each other

At your first meeting you will meet one of our advisers to talk about your goals and how we can help. One of the most important aspects of selecting a financial adviser is choosing someone you trust and feel comfortable working with.

From our discussion, we will have a good understanding of your situation and needs. With this knowledge we will quote you a flat fee for the full advice process.

Our goal is that you leave the first interview with a clear idea of what we can do for you and how much our advice will cost.

Step 2. Explore your options

At this meeting (or meetings) we will step out the range of potential solutions available to optimise your situation and spend time working through the advantages and disadvantages of each. Together we will move towards the best fit solution for your situation.

We work collaboratively with our clients to enable them to make well educated and informed decisions. We take into account your risk tolerance, ethical objectives, product choices and insurance decisions.

Step 3. Deliver our advice to you

At this meeting we present and work through advice documentation to ensure you understand the advice recommendations. We may do some fine tuning at this point, if required.

Step 4. set things up

Once you've had a chance to fully consider the advice, we proceed with all the paperwork to get you underway.

STEP 5. KEEPING IN TOUCH

If you choose to stay under ongoing advice, we will meet as often as required to keep you on track. At your reviews, we assess how your strategy is performing and how you are tracking towards your goals. We also consider any changes in your circumstances and adjustments required to your strategy. We discuss the current global environment, updating you with actual or expected changes in Government rules, as well as any changes required in your current investment mix.